Wells Fargo’s SoFi Select 500 ETF SFY Stock Holding History

Wells Fargo’s Portfolio SFY Stock Details SFY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.79K	Sell	46 -63	-58%	-$9.02K	﹤0.01%	6164
2026 Q1	$13.6K	Sell	109 -1	-0.9%	-$131	﹤0.01%	5893
2025 Q4	$14.5K	Buy	110 +26	+31%	+$3.42K	﹤0.01%	5877
2025 Q3	$10.9K	Buy	84 +9	+12%	+$1.11K	﹤0.01%	5930
2025 Q2	$8.83K	Buy	75 +1	+1%	+$107	﹤0.01%	5983
2025 Q1	$7.56K	Buy	74 +73	+7,300%	+$7.96K	﹤0.01%	5948
2024 Q4	$163	Buy	+1	New	+$109	﹤0.01%	6382
2024 Q3	–	Hold	0	–	–	–	6450
2024 Q2	–	Hold	0	–	–	–	6426
2024 Q1	–	Hold	0	–	–	–	7411
2023 Q4	–	Hold	0	–	–	–	7223
2023 Q3	–	Sell	-853	Closed	-$67.4K	–	7334
2023 Q2	$66.8K	Buy	+853	New	+$63K	﹤0.01%	5272
2023 Q1	–	Hold	0	–	–	–	7525
2022 Q4	–	Hold	0	–	–	–	7354
2022 Q3	–	Hold	0	–	–	–	7267
2022 Q2	–	Hold	0	–	–	–	7399
2021 Q4	–	Hold	0	–	–	–	7730
2021 Q3	–	Hold	0	–	–	–	7442
2021 Q2	–	Hold	0	–	–	–	7365
2021 Q1	–	Hold	0	–	–	–	7311
2020 Q4	–	Hold	0	–	–	–	6947
2020 Q3	–	Hold	0	–	–	–	6822
2020 Q2	–	Hold	0	–	–	–	6748

Other funds holding SFY

SoFi Wealth San Francisco, California $2.48B AUM 22.95% 1-Year Est. Return

ACM

Advisors Capital Management Ridgewood, New Jersey $9.45B AUM 27.66% 1-Year Est. Return

MFG

Mustico Financial Group Elmira, New York $154M AUM 20.05% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

NWM

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

TFA

Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

Wells Fargo's SFY Position: Q2 2026 in Review

Wells Fargo reduced its SoFi Select 500 ETF (SFY) stake by 58% in Q2 2026, selling an estimated $9.02K and leaving 46 shares worth $6.79K. The position accounts for ﹤0.01% of the portfolio, ranked #6164.

Wells Fargo first reported a position in SFY in Q2 2023 and has held it in 8 quarters since. The position peaked at $66.8K in Q2 2023. 62 funds tracked by Wall St. Rank hold SFY as of Q2 2026.

Wells Fargo held 46 shares of SoFi Select 500 ETF worth $6.79K as of Q2 2026.
Wells Fargo sold 63 SoFi Select 500 ETF shares in Q2 2026, an estimated $9.02K.
SoFi Select 500 ETF made up ﹤0.01% of Wells Fargo's portfolio in Q2 2026, its #6164 holding.
Wells Fargo first reported a position in SoFi Select 500 ETF in Q2 2023 and has held it in 8 quarters since.
Wells Fargo's SoFi Select 500 ETF position peaked at $66.8K in Q2 2023.
62 funds tracked by Wall St. Rank held SoFi Select 500 ETF as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.